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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,835 |
Service code 49 · EIN 41-0973005 | Other Services | $8,554 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,966 | $80,138-71.3% | $130,231-82.4% | $71,495-67.9% |
| Participation rate | 68.6% | 71.0%-2.5pp | 76.3%-7.7pp | 67.9%+0.6pp |
| Annual return | 14.58% | 16.81%-2.2pp | 38.77%-24.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,371 | $2,834-51.6% | $4,126-66.8% | $2,589-47.1% |
| Participant deferral / active EE | $2,022 | $4,641-56.4% | $6,799-70.3% | $4,291-52.9% |
| Admin fee / account holder | $272 | $1,035-73.7% | $6,020-95.5% | $1,588-82.9% |